BOOK A STRATEGY SESSIONCA · MD
Estate Planning Strategy Session
Families in California or Maryland who are ready to create a plan.
- Length
- 30 or 60 minutes
- Fee
- $375 or $750
- Payment
- Paid on our secure LawPay page right after you book
What to bring
- A list of what you own: your home and any other real estate, retirement and bank accounts, life insurance and any business interests. Estimates are fine.
- The names of the people you want to provide for, and anyone you are thinking of naming to step in for you.
- Any estate planning documents you already have.
What happens next
- Choose a time.
- You go straight to our secure LawPay page to pay your session fee. You can also pay by Zelle to Portia@woodlegalgroup.com.
- Your appointment is confirmed once payment is received. If payment is not received at least 24 hours before your meeting, your appointment will be canceled.
- Complete your online intake before we meet.
- We meet, explain your options in plain English and recommend a next step.
Choose 30 minutes ($375) for a focused conversation, or 60 minutes ($750) if you own real estate or a business, have a blended family, or hold property in more than one state. This is a strategy conversation, not a document review; to have existing documents reviewed, book a VIP Strategy Session: Document Review. 50% of your session fee is credited toward your planning fee when you engage the firm the same day.
A 3% processing fee applies to credit card payments. Zelle carries no fee. A strategy session does not create an attorney-client relationship beyond its limited scope. Representation begins only when a written Legal Services Agreement is signed.
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